AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

______________________________________

June 2020

AI Insight earns National Women’s Business Certification

AI Insight recently earned their annual certification from the Women’s Business Enterprise National Council. WBENC is the largest certifier of women-owned businesses in the U.S. and a leading advocate for women business owners and entrepreneurs.

WBENC Certification validates that the business is 51 percent owned, controlled, operated, and managed by a woman or women. To achieve WBENC Certification, AI Insight completed a formal documentation and site visit process which is administered by one of WBENC’s 14 Regional Partner Organizations.

Register for our April 30 webinar: Taylor Garrett of Mountain Dell Consulting, Kevin Gannon of Robert A. Stanger & Co., and Mike Kell of AI Insight review the latest trends and data from the alternative investment industry including public programs and private placements.

Register for our April 21 webinar: Real estate and debt managers from FS Investments, Griffin Capital and Nuveen discuss the impact of COVID-19 on their sectors and the outlook for investors. AI Insight analysts will also provide a due diligence checklist and key takeaways to help navigate in this time of uncertainty.

______________________________________

March 2020

AI Insight Announcement: New Partnership with AIX

Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced a partnership with AI Insight, the leader in alternative investment research, training and compliance support. Read the press release

SEC Proposes Rule Changes

The SEC is proposing amendments to simplify, harmonize, and improve certain aspects of the exempt offering framework to promote capital formation while preserving or enhancing important investor protections. View the announcement and the details.

______________________________________

February 2020

New CE Course Available: Understanding Regulation Best Interest

Log in to AI Insight to earn 1 CFP CE Credit while you gain an understanding of the SEC’s Regulation Best Interest rules. After completion of the course, an individual should have an understanding of: (i) Reg BI background, (ii) new obligations, (iii) regulator expectations, (iv) impact on product sales, (v) conflicts, compensation, disclosure and (vi) Reg BI resources.